401(k) · DOL Form 5500 · 2024

Americantcs Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
91
Participants Small participant base
40th
Percentile by assets National rank
$49,401
Avg per participant Low balance/head
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Official DOL plan name: Socially Responsible Pooled Employer Plan · Sponsored by Americantcs Fiduciary Services, LLC · Pennsylvania · Finance & Insurance

$4M in assets, 91 participants

Americantcs Fiduciary Services, LLC's Socially Responsible Pooled Employer Plan reported $4M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 40th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,294 in Finance & Insurance (8,549 peers)

Americantcs Fiduciary Services, LLC multi-year trail

Americantcs Fiduciary Services, LLC's plans moved +156.7% in assets from 2023 to 2024; this filing shows Socially Responsible Pooled Employer Plan at $4M / 91 participants.

#2,294
in Finance & Insurance (8,549 peers)
+51.7%
assets growth YoY

Socially Responsible Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Socially Responsible Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,495,478 40th percentile higher than 40% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Socially Responsible Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Socially Responsible Pooled Employer Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Socially Responsible Pooled Employer Plan reported net income rose from $4K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Socially Responsible Pooled Employer Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Socially Responsible Pooled Employer Plan reported participants rose from N/A in the plan year 2023 filing to 91 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 932789379 · Americantcs Fiduciary Services, LLC PY 2024 · 401(k)

Socially Responsible Pooled Employer Plan · $4M · 91 · 40th

  • EOY $4M
  • EOY 91
  • EOY 40th
  • EOY 401(k)
  • EOY near Visionoss, Inc. 401(k) Plan
  • EOY ind #2294

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Pennsylvania →

Socially Responsible Pooled Employer Plan in the asset neighbourhood

Socially Responsible Pooled Employer PlanSocially Responsible Pooled …$4MVisionoss, Inc. 401(k) Plan$4MEdward L. Baker Enterprises, Inc. 401(k) Employee Retirement PlanEdward L. Baker Enterprises,…$4MNorth Colorado Spine Center, LLC 401(k) PlanNorth Colorado Spine Center,…$4MLin-Zhi 401(k) Plan$4M
End-of-year total assets ($M) among Socially Responsible Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Americantcs Fiduciary Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Americantcs Fiduciary Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$740M 156.74257291644227% vs 2023
2024 filing year
$200M$400M$600M$800M 20232024 $288M $740M ▲ +156.7%
Year Plans Participants Total Assets
2023 22 11,455 $288M
2024 35 18,085 $740M

Americantcs Fiduciary Services, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN932789379
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Socially Responsible Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Socially Responsible Pooled Employer Plan, Total assets ($B): 0.004495478 · Participants: 91Socially Responsible Pooled Employer PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Socially Responsible Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Socially Responsible Pooled Employer Plan side-by-side with 3 peers →

Socially Responsible Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Visionoss, Inc. 401(k) Plan in TX ($4M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Socially Responsible Pooled Employer Plan assets move in 2024? ▼
Socially Responsible Pooled Employer Plan surged - up 51.7% during 2024, from $3M to $4M. Reported net income was $1M.
How have Americantcs Fiduciary Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Americantcs Fiduciary Services, LLC's sponsor-wide assets grew 156.7%, from $288M to $740M.
Which 401(k) plans are similar in size to Socially Responsible Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Visionoss, Inc. 401(k) Plan in TX ($4M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Socially Responsible Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 932789379.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.